Crypto tax: How the UK regulates crypto assets

by Niel Pretorius | Apr 16, 2021

Moving to the UK? Own crypto? With crypto assets becoming part of more investors’ portfolios, and with international mobility on the rise, it ...

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Do you know how much you really need to retire?

by Bill Monty | Apr 9, 2021

Saving for retirement is a bit like aiming at a moving target. How much should you be saving right now? How do you know if you’ll have enough?...

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South African retirement fund guidelines are changing – how will this affect you?

by Cláudia Mendes | Mar 26, 2021

Draft amendments to Regulation 28 from Treasury show a focus on infrastructure investment. In this article we cleave through the misinformatio...

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Moving to Portugal? Don’t stop your planning process

by Cláudia Mendes | Mar 9, 2021

South Africans looking to emigrate to Portugal don’t have to put their plans on hold during the pandemic. In fact, there are important parts o...

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Your financial planner should be your wealth coach

by Cláudia Mendes | Mar 8, 2021

We live in an age where anyone with an internet connection can become an investor and financial advice can be delivered by an algorithm-driven...

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How upcoming Regulation 28 changes will impact your retirement fund

by Julian Adshade | Mar 8, 2021

Regulation 28 is a retirement fund guideline that defines the percentage of capital that can be invested in various asset classes such as equi...

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SARS proposal on the taxation of retirement funds of non-residents

by Niel Pretorius | Mar 1, 2021

As part of the 2022 budget, Treasury has made a proposal to tax pension funds irrespective of treaty provisions contained in numerous tax trea...

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Provident fund rule changes – will they affect you?

by Julian Adshade | Mar 1, 2021

New South African provident fund rules came into effect on 1 March. If you are not yet of retirement age, or are considering emigrating, here’...

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Dimensional part 2: Tesla’s charge reveals the weak points of pure indexing

by Mike Abbott | Feb 25, 2021

Dimensional Fund Advisers provide the core of our model portfolios. Their enhanced indexing approach utilizes complex trading strategies acros...

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